Burleson & Co’s Truist Financial TFC Stock Holding History

Burleson & Co’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7	Closed	–	–	513
2022 Q1	$0	Buy	+7	New	+$432	﹤0.01%	456

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Burleson & Co's TFC Position: Q2 2022 in Review

Burleson & Co sold out of Truist Financial (TFC) in Q2 2022, closing a stake of 7 shares.

Burleson & Co first reported a position in TFC in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 1,446 funds tracked by Wall St. Rank hold TFC as of Q2 2022.

Burleson & Co reported no remaining Truist Financial position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 7 Truist Financial shares in Q2 2022.
Burleson & Co first reported a position in Truist Financial in Q1 2022 and held it in 1 quarter.
Burleson & Co's Truist Financial position peaked at $0 in Q1 2022.
1,446 funds tracked by Wall St. Rank held Truist Financial as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.